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CFP

Nadine Burns

Cambridge Investment Research Advisors, INC.
18 Years of Experience
Ft Pierce, FL
1 DisclosureBroker
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Nadine Burns is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Ft Pierce, FL, with 18 years of industry experience. Nadine is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.

Cambridge Investment Research Advisors, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3940 advisors
Number of Clients
361,213 clients
Average Client Portfolio
$384K average
Assets Under Management
$138.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Ft Pierce, FL

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 1999
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Nadine is affiliated with CIRA as an IAR since October 2023, dedicating nearly full-time hours, with 120 hours specifically for trading. She also uses the trade names A New Path Financial and Lighthouse Wealth Management for marketing and accounting purposes, respectively, and works as a notary, spending a few hours per week on each of these activities.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
October 2023 - Present · 3 yrs
Cambridge Investment Research, INC.Broker
October 2023 - Present · 3 yrs
Previous Registrations
Spc
September 2017 - October 2023 · 6 yrs 1 mo
Sigma Financial CorporationBroker
September 2017 - October 2023 · 6 yrs 1 mo
National Planning Corporation ("npc of America" in Fl & Ny)
August 2013 - September 2017 · 4 yrs 1 mo
National Planning CorporationBroker
August 2013 - September 2017 · 4 yrs 1 mo
Pinnacle Wealth Management, INC.
June 2013 - July 2013 · 1 mo
Berthel Fisher & Company Financial Services, INC.
February 2013 - July 2013 · 5 mos
Berthel, Fisher & Company Financial Services, INC.Broker
July 2012 - July 2013 · 1 yr
Hornor, Townsend & Kent, INC.Broker
June 1995 - October 1996 · 1 yr 4 mos
Pruco Securities CorporationBroker
October 1992 - June 1995 · 2 yrs 8 mos
State Registrations5 states
FLMINJPAVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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